A Leading Atlanta, GA Independent Advisor

Recently Released!!!
Date Published: November 16, 2022
Summary PowerPoint Deck: 25 Slides
Reference PowerPoint Deck: 53 Slides

SignatureFD was founded as F&D Advisors by David Fisher, Doug Liptak, & Jeff Peller in 1997. The firm is based in Atlanta, GA. SignatureFD has two offices, 96 employees, 39 financial advisors, 1,500 clients, 7,954 accounts, & $6.9 billion assets under management. SignatureFD is led by its CEO Heather Fortner. SignatureFD is privately owned. Its web site can be found at

This research addresses the key historical phases of SignatureFD, including:
  • Early Phase
  • Staffing Phase
  • Heather Fortner Phase
Its profile includes the key statistics of SignatureFD, including its number of offices, employees, financial advisors, clients, accounts, & assets under management.

Its profile includes detailed outlines of its core services, including:
  • Signature Exec
  • Signature Generosity
  • Signature Health
  • Signature Law
  • Signature Women
  • Signature Entrepreneur
  • Signature Pro
  • Signature Veterinary

And its profile concludes with the highlights of its organizational structure & ownership.

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